Position in DOCU
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$264,594
-$95,873 QoQ
Shares Held
5,581
+5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $365,975,451 across 56 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
544,491 | $39,290,470 | |
| 2 | ADP |
Automatic Data Processing Inc
|
166,358 | $37,255,872 | |
| 3 | NOW |
ServiceNow, Inc.
|
367,393 | $36,474,776 | |
| 4 | CRM |
Salesforce, Inc.
|
228,978 | $35,871,692 | |
| 5 | SHOP |
Shopify Inc.
|
303,346 | $34,636,044 | |
| 6 | PAYX |
Paychex Inc
|
235,405 | $23,147,372 | |
| 7 | ADSK |
Autodesk, Inc.
|
117,097 | $22,765,997 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
59,752 | $22,426,119 |
All Filings in DOCU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,594 | 5,581 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $360,467 | 5,270 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $406,658 | 5,641 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $518,357 | 6,655 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $519,006 | 6,376 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $658,180 | 7,318 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $287,972 | 4,638 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $488,883 | 9,138 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $460,857 | 7,739 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $533,563 | 8,975 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $557,928 | 13,284 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $606,539 | 11,872 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $899,392 | 15,427 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $809,241 | 14,602 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $1,102,390 | 20,617 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $1,169,115 | 20,375 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $2,738,307 | 25,563 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $3,674,173 | 24,123 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,281,778 | 32,171 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $7,664,131 | 27,414 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,860,113 | 19,067 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,267,174 | 23,694 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $4,560,934 | 21,190 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $4,880,774 | 28,342 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $2,443,978 | 26,450 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||